MDYV ETF Analysis: S&P 400 Mid Cap Value | NYSE

Mid-Cap Value | NYSE, USA | Market Cap: 2.828m USD | 12M Return: 15.5% | US78464A8392 | Charts, Fundamentals & Technical Analysis

Mid Cap, Value, U.S. Equity, Index Fund
Total Rating 50
Safety 63
Buy Signal -0.11
Mid-Cap Value
Category Rotation: -3.4
TER: 0.15%
AUM: 2.83B
Avg Turnover: 6.75M
Risk 3d forecast
Volatility15.8%
VaR 5th Pctl2.72%
VaR vs Median-4.05%
Reward TTM
Sharpe Ratio0.73
Rel. Str. IBD46.6
Rel. Str. Peer Group21.9
Character TTM
Beta0.773
Beta Downside0.803
Hurst Exponent0.519
Drawdowns 3y
Max DD22.58%
CAGR/Max DD0.57
CAGR/Mean DD3.12

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 11.6 years of data

Jan -0.1% 5
Feb +0.2% 5
Mar -2.2% 9
Apr +0.4% 5
May +1.5% 9
Jun -0.1% 5
Jul +0.7% 29
Aug -0.8% 28
Sep -1.6% 39
Oct -1.1% 26
Nov +3.6% 53
Dec -0.1% 2

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: MDYV S&P 400 Mid Cap Value

The SPDR S&P 400 Mid Cap Value ETF (MDYV) is a passively managed exchange-traded fund that seeks to track the performance of the S&P MidCap 400 Value Index. The fund invests at least 80% of its total assets in the securities comprising the underlying index and may hold a representative subset of those holdings to mirror the indexs overall risk and return profile. The underlying index targets the mid-capitalization value segment of the U.S. equity market, capturing medium-sized companies that typically trade at lower valuation multiples relative to their fundamentals.

MDYV has traded on the NYSE since its inception in November 2005 and falls within the Mid-Cap Value ETF category. As a passive index-tracking product, it does not engage in active stock selection or market timing; instead, portfolio composition is driven by the index methodology rather than discretionary investment decisions.

Headlines to Watch Out For
  • Fed rate cuts boost value over growth stocks
  • Mid-cap financials and industrials lead sector rotation
  • AUM growth drives expense ratio leverage on fees
What is the price of MDYV shares?

As of August 31, 2026, the stock is trading at USD 94.69 with a total of 108,371 shares traded. Over the past week, the price has changed by -1.07%, over one month by -0.55%, over three months by +4.26% and over the past year by +15.54%.

Current recommended Stop Loss: 93.60 (which is 1.2% or 1.3 ATR below the current price).

Is MDYV a buy, sell or hold?

S&P 400 Mid Cap Value has no consensus analysts rating.